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Can I Save Default Billing Settings so I Don't Have to Uncheck Options Each Time I Generate a Bill?

Objective:

  • To determine if default billing settings can be set in Clio
  • Do I have to uncheck the box marked "include bills with zero balance" each time I generate a Bill?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time, there is no option to change the current defaults.  This is an existing Feature Request.  If you would like to add your vote towards bringing this functionality to Clio, please send us an email to: support@clio.com

 

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